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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,372 | $183,988-39.5% | $162,177-31.3% | $152,897-27.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 9.10% | 150.79%-141.7pp | 115.60%-106.5pp | 345.43%-336.3pp |
| Employer contribution / active EE | $8,441 | $6,370+32.5% | $5,613+50.4% | $4,764+77.2% |
| Participant deferral / active EE | $2,310 | $8,032-71.2% | $7,297-68.3% | $5,851-60.5% |
| Admin fee / account holder | $7,830 | $13,123-40.3% | $10,843-27.8% | $11,599-32.5% |